Greenhaven Associates
As of Q1 2026, this manager reported 27 long-equity positions worth $6.07B in aggregate.
As of Q1 2026, Greenhaven Associates's Greenhaven Associates held 27 long-equity positions with a reported value of $6.07B.
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Updated 2026-05-30 from SEC 13F data.
Live quotes available for 24 of 27 rows. Rows without a quote are marked unavailable.
| 1 | C | Citigroup Inc (C) | 18.80% | Reduce -1.2% | 16,665,843 | $1.18B | $70.99 | |
| 2 | QGEN 1 11/13/24 | General Motors Co (GM)CUSIP 35045V100 | 17.77% | Add +0.2% | 23,780,060 | $1.12B | No quote | No quote |
| 3 | LEN | Lennar Corporation - A (LEN) | 17.22% | Reduce -0.3%1.033:1 split | 9,439,955 | $1.08B | $114.78 | |
| 4 | TOL | Toll Brothers, Inc. (TOL) | 9.33% | Add +0.5% | 5,562,582 | $587.35M | $105.59 | |
| 5 | PHM | PulteGroup Inc. (PHM) | 9.13% | Add +0.1% | 5,587,328 | $574.38M | $102.80 | |
| 6 | DHI | D R Horton, Inc. (DHI) | 7.42% | Add +0.1% | 3,674,763 | $467.17M | $127.13 | |
| 7 | OSK | Oshkosh Corp (OSK) | 3.82% | Add +0.1% | 2,553,606 | $240.24M | $94.08 | |
| 8 | MRP | Millrose Properties (MRP) | 3.32% | New | 7,888,017 | $209.11M | $26.51 | |
| 9 | ARW | Arrow Electronics Inc (ARW) | 3.16% | Add +0.5% | 1,913,757 | $198.71M | $103.83 | |
| 10 | AVT | Avnet Inc (AVT) | 3.03% | Add +0.1% | 3,965,237 | $190.69M | $48.09 | |
| 11 | LEA | Lear Corporation (LEA) | 2.58% | Add +0.1% | 1,843,447 | $162.63M | $88.22 | |
| 12 | MTH | Meritage Homes Corp (MTH) | 1.62% | Reduce -3.0%2:1 split | 1,434,368 | $101.67M | $70.88 | |
| 13 | NOV | NOV INC (NOV) | 0.99% | Add +25.0% | 4,114,157 | $62.62M | $15.22 | |
| 14 | TEX | Terex Corp (TEX) | 0.90% | - | 1,503,133 | $56.79M | $37.78 | |
| 15 | LEN-B | Lennar Corporation - B SHS (LEN/B) | 0.63% | Reduce -4.9%1.052:1 split | 364,059 | $39.71M | $109.07 | |
| 16 | G | Genpact LTD (G) | 0.12% | Reduce -88.1% | 146,678 | $7.39M | $50.38 | |
| 17 | CRHCF | CRH PLC (CRH) | 0.04% | Reduce -95.7% | 26,937 | $2.37M | No quote | No quote |
| 18 | SCHW | Charles Schwab Corporation (SCHW) | 0.02% | - | 20,000 | $1.57M | $78.28 | |
| 19 | GS | Goldman Sachs (GS) | 0.02% | - | 2,500 | $1.37M | $546.29 | |
| 20 | A | Agilent Technologies, Inc. (A) | 0.02% | - | 10,700 | $1.25M | $116.98 | |
| 21 | JPM | J P Morgan Chase (JPM) | 0.02% | - | 5,000 | $1.23M | $245.30 | |
| 22 | MS | Morgan Stanley (MS) | 0.02% | - | 10,000 | $1.17M | $116.67 | |
| 23 | BRK-B | Berkshire Hathaway Inc. Class B (BRK/B) | 0.01% | - | 1,001 | $533.11K | $532.58 | |
| 24 | UNP | Union Pacific Corp (UNP) | 0.01% | - | 2,032 | $480.04K | $236.24 | |
| 25 | STLA | Stellantis NV (STLA) | 0.01% | New | 30,000 | $336.3K | $11.21 | |
| 26 | RHI | Robert Half Inc. (RHI) | 0.00% | New | 3,800 | $207.29K | $54.55 | |
| 27 | IP | International Paper Co (IP) | - | Sold | 0 | $0 | No quote | No quote |